Exploring the user interface

As you explore the user interface, you'll discover various components and features that empower you to effectively manage your tasks and access the functionalities relevant to your user persona.

Portal navigation

The header

The portal header provides the context of your location inside the platform. It's a persistent element that remains at the top of every page. Depending on the service context you are in, the header bar provides additional navigation capabilities that are specific to that service.

It offers quick access to essential features and tools:

The app launcher - allows you to switch between different products or modules within the platform.
Your current location - shows your location within the platform.
The help menu - provides access to comprehensive documentation, support resources, and assistance channels for any questions or issues you may encounter.
The notification menu - keeps you informed about updates, alerts, and notifications relevant to your user persona and activities within the platform also allows you to configure notification settings. See details about reading notifications and managing them.
The tenant picker - displays the active tenant and enables swift tenant switching.
The user menu - grants you access to your user profile preferences, allowing you to customize your experience as needed.

The left rail

The left rail provides quick and easy access to core sections of the platform.

Depending on your user persona and role, you can find the following options:

Home: Return to the Home page, your central hub for platform navigation and task management. This option is visible in both classic and new navigation.
Service icons (you see all services relevant to your user persona): Allows you to seamlessly transition between the various services and modules available within the platform, ensuring you can access the tools specific to your responsibilities.
Admin (only for admins): If you are an admin, the Admin section contains tools and controls for configuring and managing the platform according to your organization's needs. Shown by default.

You can change what is displayed by default on the left rail from the user menu > Preferences.

Home page

The Home page serves as the landing page for users after they log in. It is designed to provide a personalized experience based on your role within the organization and the services provisioned in the tenants you have access to.

For example, citizen developers see their automations, apps, job run history, pending actions, and automation ideas. As an administrator or a user with a non-Citizen Developer license, you can quickly access your Orchestrator services and see metrics on license consumption and distribution.

Note:

The Organization Administrator role gives you full View permissions for the Home page.

Users with the User role do not have View permissions on the follwing widgets on the Home page: usage trend and distribution of licenses.

Notifications panel

Notifications are displayed in the Notifications panel. To access the Notifications panel, click the bell icon, located in the top navigation bar.

Notifications settings page

You can modify the settings of your notifications from the Notifications settings page.

Select the user account icon, go to Preferences, and then go to Notifications.

You can also access the Notifications settings page through the Notifications panel. Click the settings icon in the Notifications panel. For more information about the Notifications panel, go here.

Notifications page

The Notifications page keeps track of all the notifications that your organization received. The page allows you to check notifications that you cleared, but want to revisit.

To access the Notifications page, select the Notifications page icon in the top-right of the Notifications panel.